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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $56,491 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,230 | $79,519-28.0% | $95,952-40.4% | $73,409-22.0% |
| Participation rate | 90.8% | 81.2%+9.6pp | 77.1%+13.7pp | 72.2%+18.6pp |
| Annual return | 19.07% | 19.20%-0.1pp | 91.61%-72.5pp | 59.29%-40.2pp |
| Employer contribution / active EE | $474 | $2,048-76.9% | $2,541-81.4% | $2,234-78.8% |
| Participant deferral / active EE | $3,505 | $4,138-15.3% | $4,167-15.9% | $3,805-7.9% |
| Admin fee / account holder | $101 | $184-45.1% | $6,795-98.5% | $158-35.9% |